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The Clifford Group LLC

● SEC registered since 2022CRD 318897SEC# 801-123547Wayland, MA
Export (members)
Reg. AUM
$204.2M
Employees
7
Accounts
824
Location
Wayland, MA

The Clifford Group LLC assets under management

The Clifford Group LLC is an investment advisory firm registered with the SEC based in Wayland, MA. The firm has been registered since 2022. It reports $204.2 million in regulatory assets under management and employs 7 people.
www.thecliffordgrp.comView on SEC.gov ↗

The Clifford Group LLC owners & executives

2 reported
NameTitleOwnershipSince
Gregory Clifford ControlManaging Member / Founder / Chief Executive OfficerOver 75%2022
Sarah E Ludden ControlDirector Of Operations And Chief Compliance OfficerUnder 5%2022

Frequently asked questions

How much does The Clifford Group LLC manage?

The Clifford Group LLC reports $204.2 million in regulatory assets under management on its Form ADV.

How many employees does The Clifford Group LLC have?

The Clifford Group LLC reports 7 employees.

Where is The Clifford Group LLC located?

The Clifford Group LLC is based in Wayland, MA and has been SEC-registered since 2022.

Does The Clifford Group LLC disclose fund performance?

The Clifford Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address321 Commonwealth Road, Suite 103, Wayland, MA 01778
Phone(617) 600-2083
Fax(617) 321-4999
Office hours8:00a.m. To 5:00p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$204.2M
Non-discretionary$0
Total (RAUM)$204.2M